Position in UL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,106,989
+$797,244 QoQ
Shares Held
18,413
+238.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#424
of 1,170 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Frank, Rimerman Advisors LLC holds $9,413,221 across 8 Household & Personal Products names. UL ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
25,127 | $3,684,623 | |
| 2 | CL |
Colgate Palmolive Co
|
19,954 | $1,829,382 | |
| 3 | KMB |
Kimberly Clark Corp
|
11,094 | $1,217,788 | |
| 4 | UL |
Unilever PLC
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|
18,413 | $1,106,989 | |
| 5 | KVUE |
Kenvue Inc.
|
36,822 | $703,668 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
6,394 | $619,450 | |
| 7 | CLX |
Clorox Co /De/
|
2,294 | $218,939 | |
| 8 | COTY |
Coty Inc.
|
14,992 | $32,382 |
All Filings in UL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,106,989 | 18,413 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $309,745 | 5,437 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $812,660 | 12,426 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $849,305 | 14,327 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $890,634 | 14,560 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $266,605 | 4,477 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $285,768 | 5,040 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $313,627 | 4,828 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $725,923 | 13,201 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,616 | 351 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $17,016 | 351 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||